Kofax Communication Server 10.3.0 Technical Manual

Brand: Kofax

Model: Communication Server 10.3.0

Type: Technical Manual

Kofax Communication Server

TC/LINK-SJ Technical Manual

Version: 10.3.0

Date: 2019-12-13

Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other trademarks

are the property of their respective owners. No part of this publication may be reproduced, stored, or

transmitted in any form without the prior written permission of Kofax.

Table of Contents

Chapter 1: Preface...................................................................................................................................... 5

TC/LINK-SJ Features......................................................................................................................... 5

TC/LINK-SJ Basic Structure...............................................................................................................5

Unicode Support.................................................................................................................................6

Chapter 2: Functionality............................................................................................................................. 7

One-Step Sending (Directly from Scanner to Any Recipient)............................................................7

“Attach from Scanner” Functionality...................................................................................................7

Sending Via Distributor Queue...........................................................................................................8

Addressing via KCS Address Book................................................................................................... 8

Paper Archiving.................................................................................................................................. 9

Chapter 3: Prerequisites...........................................................................................................................10

Chapter 4: Installation.............................................................................................................................. 11

HP Network ScanJet 5.....................................................................................................................11

Connecting ScanJet Device(s) to the Network..................................................................... 11

The ScanJet Daemon............................................................................................................11

The JetAdmin Software......................................................................................................... 12

Configuring the Network Scanner for Use with TC/LINK-SJ.................................................14

Creating ScanJet User Profiles............................................................................................. 17

Additional HP Software (Optional).........................................................................................19

HP 9100C Digital Sender.................................................................................................................20

Overview of Differences to HP Network ScanJet 5.............................................................. 20

Installing the New Scanner Service (ScanJet Daemon)....................................................... 20

LAN Fax Interface Configuration for TC/LINK-SJ................................................................. 21

HP Address Book Manager (ABM)....................................................................................... 22

Fault Tolerant Installation.......................................................................................................23

HP 9200C Digital Sender.................................................................................................................23

Differences to HP 9100C Digital Sender...............................................................................23

Parallel Use of HP 9100C and HP 9200C............................................................................24

Using Address Book Manager.............................................................................................. 24

Configuration of LAN Fax on HP 9200C...............................................................................24

Authentication.........................................................................................................................27

Remarks to Failover Solution with HP9200C........................................................................28

Installing TC/LINK-SJ....................................................................................................................... 29

Common Installation for All TC/LINKs.................................................................................. 29

Kofax Communication Server TC/LINK-SJ Technical Manual

TC/LINK-SJ “Easy Installation”..............................................................................................29

TC/LINK-SJ “Advanced Installation”......................................................................................29

Final Installation Steps.......................................................................................................... 30

Additional Hints......................................................................................................................30

Building Proper Addresses...............................................................................................................31

Chapter 5: Troubleshooting..................................................................................................................... 33

Localizing the Problem..................................................................................................................... 33

TC/LINK-SJ Problems...................................................................................................................... 33

Chapter 6: Performance........................................................................................................................... 34

Chapter 7: Restrictions.............................................................................................................................35

Chapter 8: Appendix................................................................................................................................. 36

Registry Values Used by TC/LINK-SJ..............................................................................................36

Configuring Additional HPF →TCSI Mapping................................................................................... 37

The ScanJet Daemon Readme File (Excerpt).................................................................................38

TC/LINK-SJ Setup Checklist............................................................................................................ 45

Chapter 1

Preface

In today's office environment, there is a general move to multi-function peripherals (MFPs). MFPs

combine some of the functionality of printers, scanners, copiers and fax machines. Most of these devices

have direct network connectivity.

Many existing fax machines are gradually replaced by such devices providing network-scanning

functionality. One of these new peripherals targeted for the workgroup is the Hewlett Packard Network

ScanJet 5 scanner.

TC/LINK-SJ connects this scanner (HP Scanner) to the Kofax Communication Server (KCS).

Important The Kofax Communication Server (KCS) and its components formerly used the name

TOPCALL. Some screen shots and texts in this manual may still use this former name.

This former name appears even now in some registry setting and path names.

TC/LINK-SJ Features

• TC/LINK-SJ adds a departmental scanning solution to the KCS portfolio.

• TC/LINK-SJ opens a new use (direct paper archiving) for TC/ARCHIVE.

• This is the ideal solution for customers with a strong need to send paper documents. Speed of scanning

and addressing possibilities are much improved over similar solutions that are built on fax machines.

• This is a solution primarily aimed at the departmental needs. The ScanJet 5 is not designed for the

high-volume scanning needs of centralized mailrooms.

TC/LINK-SJ Basic Structure

TC/LINK-SJ connects one or more HP Network ScanJet 5 devices to the KCS system. The working

environment looks like this:

Kofax Communication Server TC/LINK-SJ Technical Manual

• Customers usually have multiple ScanJet devices (e.g., one for each department or workgroup).

• These scanners are connected via network to an HP server process.

• TC/LINK-SJ connects between the HP server process (HP ScanJet daemon) and the KCS.

• All services installed on the KCS (e.g. fax, SMTP, Notes, Exchange) are available to ScanJet users

(binary or image service capability required).

• For installations with many scanners, there are multiple HP server processes. In this case, for

performance reasons, one instance of TC/LINK-SJ is required per HP server process. See pricing

section for details of licensing.

Unicode Support

TC/LINK-SJ is compatible with a Unicode TCOSS, however, the link has not been fully updated.

• With a mixed mode Unicode TCOSS, all characters in the legacy TCOSS code page are supported.

• A pure Unicode TCOSS only supports ASCII characters with TC/LINK-SJ.

For more information about Unicode in KCS, see

• TC/LINK Technical Manual

• Unicode Installation Guide

Chapter 2

Functionality

TC/LINK-SJ opens several possibilities to use the HP Network Scanner in an integrated messaging

environment. All of them can co-exist on a single TC/LINK-SJ, and are mainly distinguished by the way of

addressing.

One-Step Sending (Directly from Scanner to Any Recipient)

This is probably the most common scenario.

How it works:

• A user puts some documents to the scanner,

• User types in the destination fax number (directly via the ScanJet Control Panel; numeric only), or

selects any of the pre-stored recipients or distribution lists (all services possible).

• Pushing the green button on the ScanJet Control Panel sends the message.

Major advantages:

• Much faster scanning than on a fax machine, less waiting time for user.

• Users may identify (log in) at the scanner. In this case messages can be tracked via the user's KCS out-

box.

• Dynamic status tracking via TopDeskPro and TCfW Communication Server Client.

• All messages are automatically archived in TC/ARCHIVE (if installed).

• KCS automatically uses the default cover page for sending, standard cover text can be used, no need

to edit the message

• Notifications can be sent to any service (via notification events in shadow user profiles)

• Users can administer their own addresses with HP's Network ScanJet Utility. In addition, HP's JetAdmin

program allows to centrally administer addresses.

“Attach from Scanner” Functionality

This feature can be used for all applications supported by TCfW Communication Server Client and

TopDeskPro.

How it works:

• The user logs in at the scanner (selects his name out of a list). This login is required for that

functionality!

• If configured, a password must be entered.

Kofax Communication Server TC/LINK-SJ Technical Manual

• User enters the fax number “*” (or a pre-stored 'ATTACH via TOPCALL' recipient) and scans the

document.

• In TCfW Communication Server Client or TopDeskPro, the user selects 'Scan with Fax' option – the

scanned document is then attached to the message.

Major advantages:

• Much faster scanning than on a fax machine, less waiting time for user.

• Using the same device for scanning and for sending faxes is possible.

Sending Via Distributor Queue

In larger installations, it may be difficult to maintain a departmental fax address book via the ScanJet.

With large number of recipients, it is also not very comfortable to select the right one via the five-line LCD

display on the scanner.

How it works:

• The user sends to a special predefined address (e.g. named “Distributor”)

• The message is then sent to the KCS distributor queue. The distributor can then address the message

using the KCS address book and KCS distribution lists.

Major advantages:

• A single distributor queue can be used for any messages (e.g. inbound faxes, sending from ScanJet,

…)

• By using simple coversheets, the distributor can address the scanned message to the desired

destination.

Note This feature requires either disabled “Alternative Content” on TC/LINK-SJ (see “Additional Hints”),

or the new TCfW “Alternative Content View” feature!

Addressing via KCS Address Book

Addresses created with the JetAdmin software or the ScanJet utility can also point to KCS recipient book

entries.

How it works:

• The HP ScanJet address is created with service “TOPCALL”, and the recipient id (shortname) of the

KCS address book entry (e.g. “TOPCALL,testfax”)

• If this is addressed at the scanner, the KCS recipient is taken for addressing.

Major advantages:

• Full KCS recipient is entered, with all additional parameters like fullname, company etc.

• These parameters can also be used on the configured KCS coversheet.

• All alternative numbers are taken.

Kofax Communication Server TC/LINK-SJ Technical Manual

Paper Archiving

The TC/LINK-SJ can also be used for archiving purposes. Note that all messages sent via TC/LINK-SJ

are put to the archive (configurable).

How it works:

• An HP ScanJet address is created, addressing a special KCS user e.g. named “ARCHIVE”.

• This KCS user has a dummy event with auto-termination assigned.

• All messages addressed to this user (by selection from the HP ScanJet Control Panel) go to the

archive, without being sent somewhere else.

• The document can be found by archiving user (the user identified at the ScanJet Control Panel), and

date and time of archiving.

Major advantages:

• TC/ARCHIVE gets you single archiving solution for all your faxes, emails and paper documents.

• One-step indexing is possible by sending to a pre-stored archive recipient that contains the relevant

key(s) (either in the Fullname field, or as the recipient itself)

• Two-step indexing is possible by sending to the operator queue. From there, indexing information can

be added in the subject field.

Chapter 3

Prerequisites

• You need an HP Network ScanJet 5 or HP9100c “Digital Sender” device with a network connection

fitting to your network (e.g. Ethernet or Token Ring, 10Base-T or BNC connector)

• To run the ScanJet Daemon, you need a Fileserver (one of NetWare 3.x with IPX, and 4.x NDS with

IPX, Windows NT 3.5x or higher, IBM LAN Server: 3.x, and 4.x with TCP-IP) and a user with “Local

Admin” and “Domain Admin” rights.

• See the documentation shipped with your scanner for further scanner-specific prerequisites! The

most important parts of the Readme file are also appended to this manual (see chapter The ScanJet

Daemon Readme File (Excerpt)).

• See the TC/LINK Manual for all common TC/LINK requirements!

• TC/LINK-SJ requires full access rights (read, write, modify, delete) in the ScanJet Daemon output

directory!

• TC/LINK-SJ requires KCS Server 7.08 (original name: TCOSS 7.08) or higher for license handling!

• TC/LINK-SJ is supported with Windows Server 2012 x64 and earlier operating systems.

Chapter 4

Installation

This section describes the installation for of TC/LINK-SJ.

HP Network ScanJet 5

The goal of this installation section is to get scanned messages written into the HPFSCAN directory.

Here we give just a short overview what needs to be done. For troubleshooting and further details, refer to

HP documentation! For patches and FAQs, you can also refer to HP web site.

Connecting ScanJet Device(s) to the Network

• Provide physical connection (plug in power and network cable; turn on the device; check the network

adapter LEDs on the ScanJet to make sure that the network connection is alive!)

• Get a fixed network address that the scanner should use.

• On the scanner Control Panel, provide all information needed (protocol stack, network address, subnet

mask, default gateway, default paper format, and some more)

• Reboot the scanner (turn off and on again) to complete configuration.

Tip For resetting the scanner to factory defaults, do the following:

1. Switch off the scanner.

2. Press the leftmost function key while turning power on again.

3. As soon as you get the output “Self test error: 0D” in the scanner control panel, press the red key

(“cancel”), and the number “3”.

4. After booting, the scanner will offer a screen to “Reset the hardware configuration”. Choose “Reset”

to clear all scanner configuration settings.

5. After another reboot, you get the empty scanner configuration screen.

The ScanJet Daemon

For connecting one or more ScanJet devices to an output file system, the ScanJet Daemon must be

installed on the domain server. This may be one of Windows Server, NetWare 3.x or higher, or IBM LAN

Server 3.x or higher.

1. Create a user for the HP ScanJet daemon. This needs to be in the “Administrators” and “Domain

Administrators” group, and needs a password that “never expires”.

2. Log on at the domain server with this user account.

Kofax Communication Server TC/LINK-SJ Technical Manual

3. Close all programs running on the domain server (setup of the ScanJet daemon may fail if e.g. Lotus

Notes Server is running during setup!)

4. Run the appropriate HP ScanJet Daemon setup program for your operating system.

5. Follow the instructions of the setup program.

6. The “SMTP Gateway” setup shall be left empty to avoid interference with the TC/LINK-SJ operation

(disables the HP ScanJet Daemon’s SMTP subsystem).

Note

• The Windows username for the ScanJet Daemon must be 8 characters or less! Longer

usernames cause the daemon to fail!

• For the Fax gateway functionality, you need to create an “hpfscan” subdirectory in the “hpsscan”

directory manually (the daemon setup creates the “hpsscan”, but does NOT create the

“hpfscan”!). Use Explorer to create it; do not forget to add a share so that TC/LINK-SJ and

JetAdmin can access that directory!)

The JetAdmin Software

JetAdmin software is required for configuration of the HP Network ScanJet 5. It may run from any

computer within the HP ScanJet Daemon’s domain.

1. Run the JetAdmin setup program (subdirectory “Adminsw \<language>” on the CD)

Attention: Do NOT run Setup from the “Adminsw\<language>\WinNT\…“ or “Adminsw\<language>

\Win95\…“ subdirectories! This will NOT work!

2. Follow all instructions on the screen.

3. Finally, you need to reboot the PC.

Kofax Communication Server TC/LINK-SJ Technical Manual

4. Attention: Reboot your PC immediately after running setup! If you install some other things right

now, the JetAdmin install may fail!

If you start JetAdmin, it automatically detects the presence of one or more ScanJet devices on your

subnet. All devices are displayed; this will look like

By right-clicking the scanner icon, you get the most important menu:

Pressing the “What’s wrong” provides a short diagnostic of the scanner. If you do not get that output,

consult the HP documentation for troubleshooting hints!

Click Modify… to display a configuration panel needed for TC/LINK-SJ configuration.

Kofax Communication Server TC/LINK-SJ Technical Manual

General: You may enter a descriptive comment here (optional).

Networks: Select one network environment (mandatory). This is the environment that runs the HP

ScanJet daemon.

Users: If you want to use authentication at the scanner, you must configure users here (optional).

Printers: allows configuration of connected network printers (optional).

Faxes: Here you can configure the TC/LINK-SJ environment (mandatory), and predefined recipients

that will be displayed on the scanner’s Control Panel (optional).

Distributions: You can configure distribution lists here (optional). A distribution list assigns multiple

recipients to a message from the scanner.

Configuring the Network Scanner for Use with TC/LINK-SJ

Back to the Faxes tab from the JetAdmin “Modify” menu above:

Here you can do two important things:

Configure the Fax Server: Click Configure… to get a detailed configuration property page; see below.

Configure Control Panel Faxes: Click Change… to add/modify/delete any predefined addresses. These

addresses will be available for selection on the ScanJet Control Panel.

Kofax Communication Server TC/LINK-SJ Technical Manual

Lan Fax Configuration For TC/LINK-SJ

1. Select “Others” from the Lan Fax Product menu.

In later releases of the HP JetAdmin software, you will have an option “TOPCALL” (old name for

KCS) to select.

Then click Configure.

Kofax Communication Server TC/LINK-SJ Technical Manual

2. Select the “HPFSCAN” directory that you created during the Daemon installation (see The ScanJet

Daemon). Click OK.

Now you can configure advanced options:

ECM, Retry, Interval: These settings are currently ignored; configuration is taken from KCS.

Accounting Code is also ignored as the cost center is taken from the originator.

Transmission Speed is ignored as all Kofax fax interfaces automatically select the highest

transmission speed supported by the recipient.

Resolution should be set to “Fine” for best conversion to the fax image resolution.

File Format should be set to “TIFF-G4” output (PCL requires installation of the PCL-5 converter, and

results in lower performance!

Disable notifications to users must be selected as this is not supported by TC/LINK-SJ. All status

tracking is done with the various Kofax clients.

3. Click OK again. Do not forget to select the Fax Option Enable checkbox in the Lan Fax

Configuration window!

Adding Control Panel Recipient Addresses

In the Faxes tab of the JetAdmin Modify menu, you can configure control panel addresses by clicking

Change:

Kofax Communication Server TC/LINK-SJ Technical Manual

Control Panel Name: This name is displayed on the HP ScanJet Control Panel. It is not exported to TC/

LINK-SJ.

Fax Number: This is the recipient address exported to TC/LINK-SJ. Although initially intended for

fax numbers only, TC/LINK-SJ extends the address format to provide addressing to all KCS services

available. Note that the address length is restricted to 60 characters in total by the HP ScanJet! This may

cause problems e.g. with X.400 addressing.

Retry and Accounting Code are currently ignored as the retries behavior is configured on KCS, and the

cost center is determined by the originator (as with all other KCS products).

Clicking Apply stores the new recipient address.

Tip All entries are displayed in alphabetic order at the scanner control panel. To get often-used numbers

in the first positions, you may add a “@” sign in the “Control Panel Name” (e.g. “@AI via SMTP” in the

screen above).

Creating ScanJet User Profiles

The Network ScanJet 5 user handling is built on top of the Windows / NetWare user managers. The

following example shows how to create and import users from the Windows user manager.

Creating the NT User Profile

From the NT Start menu / Administrative tools / “User Manager for Domains” on the NT domain controller,

select “User / New User”. The following window is displayed:

Kofax Communication Server TC/LINK-SJ Technical Manual

The “Username” is the identification that must be entered at the ScanJet. All the rest is not that important

for the ScanJet (however, it is for Windows).

As soon as you click Add, the user is available for import in the JetAdmin user configuration panel.

Importing the NT User Profile to the ScanJet Environment

As you have added the desired user to the Windows domain, you can now import it to the ScanJet system

via JetAdmin: Go to the “Device / Modify” menu and click Change on the Users tab.

Kofax Communication Server TC/LINK-SJ Technical Manual

Select the user “MM” on the left panel, click Add and you will see the new user on the control panel of the

ScanJet.

Possibilities for Automatic User Import to KCS (Creating Shadow Users)

There are some KCS features that are available only by use of so-called “shadow users”; e.g. per-user

rights configuration, cost accounting or coversheets.

As it is not practicable to generate and maintain any single user profile in NT/NetWare and additionally on

KCS, there is the possibility to set up DirSync via different TC/LINKs.

Examples:

• You have a Windows environment and MS Exchange in place. You can now configure the TC/LINK-MX

to create shadow users for all Exchange / Windows users automatically (see the TC/LINK-MX and TC/

LINK manuals for any details).

• Similar applies to NetWare and TC/LINK-GW DirSync.

Additional HP Software (Optional)

The ScanJet Utility allows any user to define his/her private addresses, and a ScanJet Control Panel

password for authorized access. Addressing syntax is the same as for the JetAdmin address book.

Note To get a message sent via TC/LINK-SJ, you must define a “Fax address”! This may be confusing:

if TC/LINK-SM is installed on your KCS system, and you want to send to an email address, you need

to configure a “Fax address” like “SMTP,[email protected]” – defining an email address will NOT send the

message to KCS!

Kofax Communication Server TC/LINK-SJ Technical Manual

The PaperPort software is a kind of HP mail client, and has no direct influence on TC/LINK-SJ operation.

The OmniPage OCR is delivered with the Network ScanJet 5 for character recognition.

HP 9100C Digital Sender

The successor of the HP Network ScanJet 5 is called “Digital Sender” (available since Q3/1998).

Configuration and operation is very similar to the Network ScanJet 5; so, only the differences are

mentioned in the following section.

Overview of Differences to HP Network ScanJet 5

• The Digital Sender has an own Internet homepage located at <http://www.digitalsender.hp.com>

There you find FAQs, support documents, technical data and similar useful information.

• The Reset to factory defaults hidden key combination has been removed. Instead, you can now

access all scanner configuration parameters by pressing <Alt>+<Shift>+<Duplex> when the scanner

has booted.

• The ScanJet Daemon delivered with HP9100c is compatible with both ScanJet 5 and Digital Sender.

You need to configure the output API directory with the ScanJet daemon configuration now. See below.

• The JetAdmin “Device / Modify” panel has some additional tabs for support of new features now – see

below.

• Configuration panels of the LAN Fax interface have changed (however, the parameters are still the

same)

• The HP9100c System does no longer rely on NT or NetWare directory, but ships with an own address

book manager (ABM; see below).

• In addition, there are extended possibilities to enter recipient addresses directly at the HP9100c

keyboard (alphanumeric now).

Installing the New Scanner Service (ScanJet Daemon)

The “HP Digital Sender Service” delivered with the HP9100c supports also Network ScanJet 5 devices.

The most important configuration screen during the service setup is the following:

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Kofax Communication Server 10.3.0 Technical Manual

Kofax Communication Server 10.3.0 Technical Manual

Kofax Communication Server 10.3.0 Technical Manual

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